Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$78.8M
3
+$77.6M
4
BMY icon
Bristol-Myers Squibb
BMY
+$76.1M
5
LMT icon
Lockheed Martin
LMT
+$63M

Top Sells

1
+$126M
2
+$121M
3
+$86.3M
4
CTXS
Citrix Systems Inc
CTXS
+$58.2M
5
KMB icon
Kimberly-Clark
KMB
+$56.1M

Sector Composition

1 Technology 22.35%
2 Healthcare 14.04%
3 Consumer Discretionary 13.03%
4 Financials 12.63%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$246K ﹤0.01%
18,599
-11,705
952
$244K ﹤0.01%
+46,566
953
$242K ﹤0.01%
+11,788
954
$239K ﹤0.01%
730
-2,221
955
$239K ﹤0.01%
12,878
-1,799
956
$237K ﹤0.01%
93,593
-63,965
957
$235K ﹤0.01%
33,879
-47,144
958
$233K ﹤0.01%
24,214
-431,451
959
$232K ﹤0.01%
16,776
+3,553
960
$231K ﹤0.01%
6,764
-13,422
961
$228K ﹤0.01%
14,860
+4,444
962
$228K ﹤0.01%
+8,983
963
$227K ﹤0.01%
+2,261
964
$224K ﹤0.01%
+1,075
965
$224K ﹤0.01%
+7,841
966
$221K ﹤0.01%
+16,132
967
$219K ﹤0.01%
+917
968
$219K ﹤0.01%
+30,218
969
$218K ﹤0.01%
+10,306
970
$217K ﹤0.01%
+16,525
971
$217K ﹤0.01%
+3,732
972
$215K ﹤0.01%
+3,250
973
$211K ﹤0.01%
+5,034
974
$209K ﹤0.01%
3,819
-5,407
975
$208K ﹤0.01%
+4,301
37 38
39
40 41